Freedman Financial Associates’s Enterprise Products Partners EPD Stock Holding History

Freedman Financial Associates’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,572	Closed	-$275K	–	122
2022 Q1	$275K	Hold	10,572	–	–	0.19%	61
2021 Q4	$232K	Hold	10,572	–	–	0.16%	66
2021 Q3	$229K	Hold	10,572	–	–	0.17%	58
2021 Q2	$255K	Hold	10,572	–	–	0.19%	51
2021 Q1	$233K	Hold	10,572	–	–	0.19%	52
2020 Q4	$207K	Buy	+10,572	New	+$197K	0.19%	54

Other funds holding EPD

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Freedman Financial Associates's EPD Position: Q2 2022 in Review

Freedman Financial Associates sold out of Enterprise Products Partners (EPD) in Q2 2022, closing a stake of 10,572 shares — an estimated $275K sold.

Freedman Financial Associates first reported a position in EPD in Q4 2020 and held it in 6 quarters. The position peaked at $275K in Q1 2022. 1,143 funds tracked by Wall St. Rank hold EPD as of Q2 2022.

Freedman Financial Associates reported no remaining Enterprise Products Partners position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 10,572 Enterprise Products Partners shares in Q2 2022, an estimated $275K.
Freedman Financial Associates first reported a position in Enterprise Products Partners in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Enterprise Products Partners position peaked at $275K in Q1 2022.
1,143 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.